C Corp 1120
I'm
Highest rated
S Corp 1120S
a Business
Partnership 1065
Needing help with tax preparation
online tax service
Trust 1041
Book-Cleanup
Tax Planning
Dependents
I'm
Highest rated
W-2 Income
an individual Resident
Self-Employed
Needing help with tax preparation
online tax service
Stock Sale
Rental Income
K1 Schedule
Tax Treaty
I'm
Highest rated
FBAR
an US expat
FATCA(8938)
Needing help with tax preparation
online tax service
PFIC (8621)
Foreign Credit (1116)
Foreign Income Exclusion (2555)
Our Clients work at top Tech and Start Ups across the world
Who we are
OptimizeTax - A Trusted Tax Partner for Individuals, Businesses, and Expats
OptimizeTax – A Trusted Tax Preparation Company for Individuals, Businesses, and Expats
At OptimizeTax, we’re your dedicated tax advisors, with a team of seasoned CPAs, Enrolled Agents, and tax accountants. To begin with, we specialize in delivering personalized tax strategies for individuals, expats, and businesses, ensuring compliance while maximizing savings. Moreover, our approach is tailored to your unique needs, providing comprehensive services from tax preparation to strategic planning. Whether you’re managing personal finances, navigating expatriate tax complexities, or growing your business, we’re here to offer expert guidance and support.
Why Choose OptimizeTax?
- Certified CPAs and IRS Enrolled Agents
- Expert handling of complex international tax matters
- Personalized service and tailored tax strategies
- Year-round support beyond tax season
- Proven track record of maximizing savings legally
- Licensed and authorized by the IRS
Professional Tax Services & Expert Preparation
Whether you’re seeking to minimize tax liabilities, ensure IRS compliance, or navigate complex international tax regulations, our certified CPAs provide personalized tax guidance to help you achieve your financial objectives.
Individual Tax Returns
Professional tax preparation with certified CPAs. We maximize deductions and credits to minimize your tax liability.
Our team includes a dedicated professional tax preparer who ensures accuracy and maximizes your allowable credits.
- Form 1040
- Tax Deductions
- CPA Services
Business Tax Filing
Expert business tax services for LLCs, S-Corps, partnerships, and sole proprietorships with strategic planning.
With a specialized CPA for tax filing, we help businesses navigate complex returns while ensuring full IRS compliance.
- LLC Tax Filing
- S-Corp Returns
- Small Business
US Expat Tax Services
Specialized tax services for Americans abroad, including foreign earned income exclusion and tax treaties.
- Form 2555
- FEIE
- Expat Tax
Foreign Owned LLC Returns
International tax compliance for foreign-owned LLCs and non-resident business owners.
- Non-Resident LLC
- Foreign Investor
- International Business
Foreign Bank Reporting
Professional FBAR filing and Form 8938 preparation for US taxpayers with overseas accounts.
- FBAR Filing
- Form 8938
- Foreign Accounts
FATCA Compliance
Foreign Account Tax Compliance Act reporting for international financial accounts and assets.
- FATCA Reporting
- International Compliance
- Foreign Assets
PFIC Reporting
Passive Foreign Investment Company reporting and Form 8621 preparation for foreign mutual funds.
- Form 8621
- PFIC
- Foreign Funds
Estate & Gift Tax Returns
Comprehensive estate planning and gift tax preparation to minimize tax burdens and maximize wealth transfer.
- Form 706
- Estate Planning
- Wealth Transfer
Tax Planning Consultations
Professional bookkeeping services and financial statements for small businesses and startups.
- Tax Planning
- CPA Consultation
- Tax Strategy
Bookkeeping & Accounting
Professional bookkeeping services and financial statements for small businesses and startups.
- QuickBooks
- Financial Statements
- Business Accounting
Tax Catch-Up Services
Specialized services for unfiled tax returns, IRS compliance, and penalty relief assistance.
- Unfiled Returns
- IRS Compliance
- Penalty Relief
Business Formation
Business setup services with optimal tax structure planning for new LLCs and corporations.
- LLC Setup
- EIN Registration
- Tax Structure
What our customers are saying
Don’t just take our word for it—hear what our clients have to say about our personalized bookkeeping, tax, and advisory services.
How it works
Easy Steps To Get Our Tax Services
Schedule a free Consultation call
Talk to us via live chat, WhatsApp, or schedule a quick call. We’ll evaluate your business needs and provide a custom quote.
Fill out our web form/upload documents
We send a secure link to upload and complete the prerequisite information required for tax filing. Simply submit the information to the secure portal.
We file your Taxes
On completion, we provide the draft copy for your review and sign off. We will e-file on your behalf with the IRS.
Articles and Resources
Stay Protected with Advanced Security at OptimizeTax
Military Grade Security
All Customer data is secured and encrypted on disk using the military-grade 256-bit Advanced Encryption Standard. All network connection uses military grade 256 bit SSL/TLS encryption.
Data Leak Protection
Every customer is a unique tenant on the Optimize Tax platform. This ensures every customer’s data is securely siloed in separate data partitions.
Background Checks
Need Tax Help Today!
Struggling with your tax forms? Schedule a free call with our tax experts.
- Determine the right tax forms for you
- Provide a guaranteed price upfront
- Offer a no-pressure, obligation-free consultation